ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 95 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $236,000 | -24.6% | 4,725 | 0.0% | 0.06% | -26.0% |
| Q3 2014 | $313,000 | -14.5% | 4,725 | 0.0% | 0.08% | -8.3% |
| Q2 2014 | $366,000 | +13.3% | 4,725 | 0.0% | 0.08% | +29.2% |
| Q1 2014 | $323,000 | +5.6% | 4,725 | 0.0% | 0.06% | +25.0% |
| Q4 2013 | $306,000 | +3.4% | 4,725 | 0.0% | 0.05% | +10.6% |
| Q3 2013 | $296,000 | +10.4% | 4,725 | 0.0% | 0.05% | +9.3% |
| Q2 2013 | $268,000 | – | 4,725 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Occidental Asset Management, LLC | 47,767 | $841,000 | 0.35% |
| FRONT BARNETT ASSOCIATES LLC | 52,819 | $930,000 | 0.15% |
| Family Firm, Inc. | 20,846 | $367,000 | 0.13% |
| CONDOR CAPITAL MANAGEMENT | 33,164 | $584,000 | 0.09% |
| Cannell & Spears LLC | 15,300 | $269,000 | 0.03% |
| Global Retirement Partners, LLC | 10,228 | $180,000 | 0.03% |
| Tower Research Capital LLC (TRC) | 23,883 | $420,000 | 0.03% |
| Next Capital Management LLC | 1,840 | $32,000 | 0.02% |
| Steward Partners Investment Advisory, LLC | 29,063 | $511,000 | 0.02% |
| Crestwood Advisors Group, LLC | 14,855 | $262,000 | 0.01% |